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MBB icon

&Partners’s iShares MBS ETF MBB Stock Holding History

&Partners’s Portfolio MBB Stock Details MBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.2M Sell
149,992
-18,643
-11% -$1.78M 0.07% 260
2025
Q4 		$16.1M Buy
168,635
+17,983
+12% +$1.72M 0.08% 217
2025
Q3 		$14.4M Buy
150,652
+18,480
+14% +$1.74M 0.09% 209
2025
Q2 		$12.4M Buy
132,172
+75,171
+132% +$6.97M 0.1% 208
2025
Q1 		$5.33M Buy
57,001
+5,868
+11% +$543K 0.06% 283
2024
Q4 		$4.68M Buy
51,133
+8,567
+20% +$798K 0.06% 290
2024
Q3 		$4.15M Buy
42,566
+39,604
+1,337% +$3.74M 0.08% 233
2024
Q2 		$272K Buy
+2,962
New +$270K 0.01% 746
2024
Q1 		– Sell
-2,311
Closed -$217K – 504
2023
Q4 		$217K Buy
+2,311
New +$207K 0.05% 258

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return